We are live on ! Find out more
WFC icon

Wells Fargo

2,790 hedge funds and large institutions have $184B invested in Wells Fargo in 2026 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 1,044 increasing their positions, 1,172 reducing their positions, and 221 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

19% less first-time investments, than exits

New positions opened: 178 | Existing positions closed: 221

21% less call options, than puts

Call options by funds: $3.07B | Put options by funds: $3.88B

36% less funds holding in top 10

Funds holding in top 10: 9259 (-33)

Holders
2,790
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.07B
Puts
$3.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CUAMC
1526
China Universal Asset Management Company
China
$712K
RLH
1527
RD Lewis Holdings
Florida
$710K
NFTC
1528
North Forty Two & Co
Oregon
$709K
EWM
1529
Evermay Wealth Management
Virginia
$709K
TTIC
1530
Tower Trust & Investment Company
Iowa
$709K
VA
1531
Valmark Advisers
Ohio
$707K
WLPWM
1532
Walled Lake Planning & Wealth Management
Illinois
$706K
FMB
1533
Field & Main Bank
Kentucky
$706K
CWG
1534
Cornerstone Wealth Group
North Carolina
$706K
CA
1535
Capital Advantage
California
$705K
SWM
1536
Stockman Wealth Management
Montana
$703K
BWM
1537
Baron Wealth Management
Michigan
$703K
ALAM
1538
Asahi Life Asset Management
Japan
$701K
CA
1539
Cumberland Advisors
Florida
$701K
SP
1540
SmartHarvest Portfolios
Washington
$699K
SSWM
1541
Sheets Smith Wealth Management
North Carolina
$697K
GWANC
1542
Guardian Wealth Advisors (North Carolina)
North Carolina
$697K
SW
1543
SVB Wealth
Massachusetts
$697K
FI
1544
Financial Insights
Washington
$697K
BAM
1545
Blueshift Asset Management
New Jersey
$696K
ACM
1546
Aster Capital Management
United Arab Emirates
$696K
OL
1547
OneFund LLC
Florida
$695K
BC
1548
Brio Consultants
California
$692K
ONST
1549
Old North State Trust
North Carolina
$692K
CIM
1550
CIM Investment Management
Pennsylvania
$691K